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Disclosery

HAMEL ASSOCIATES, INC.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HAMEL ASSOCIATES, INC. on JEPQ, newest first. How the timeline and the estimate are built.

HAMEL ASSOCIATES, INC. held 8,462 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,462 shares
    Change vs previous 13F +2,735 shares

    0.14% of the 13F portfolio, value $520,075.

    13F-HR 0001420506-26-001295 filed by HAMEL ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,727 shares
    Change vs previous 13F +1,261 shares

    0.09% of the 13F portfolio, value $317,963.

    13F-HR 0001420506-26-000833 filed by HAMEL ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,466 shares
    Change vs previous 13F +888 shares

    0.08% of the 13F portfolio, value $259,564.

    13F-HR 0001420506-26-000284 filed by HAMEL ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,578 shares
    Change vs previous 13F -665 shares

    0.06% of the 13F portfolio, value $205,807.

    13F-HR 0001420506-25-003104 filed by HAMEL ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,243 shares
    Change vs previous 13F +4,243 shares

    0.08% of the 13F portfolio, value $230,819.

    13F-HR 0001420506-25-001904 filed by HAMEL ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001420506-24-002216 filed by HAMEL ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.